Who Owns ISHARES TR INVESTMENT GRADE (IGEB)? -- Institutional Holders (2026-03-31)

212 institutions reported holding $1.21B of ISHARES TR INVESTMENT GRADE (IGEB) in SEC 13F filings for 2026-03-31. Largest institutional holders: ENVESTNET ASSET MANAGEMENT INC ($141.7M), LPL Financial LLC ($98.3M), State of New Jersey Common Pension Fund D ($86.6M), Betterment LLC ($68.9M), BANK OF AMERICA CORP /DE/ ($53.6M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1ENVESTNET ASSET MANAGEMENT INC$141.7M3.1MTrimmed
2LPL Financial LLC$98.3M2.2MTrimmed
3State of New Jersey Common Pension Fund D$86.6M1.9MHold
4Betterment LLC$68.9M1.5MAdded
5BANK OF AMERICA CORP /DE/$53.6M1.2MAdded
6Stratos Investment Management, LLC$53.1M1.2MAdded
7MORGAN STANLEY$48.4M1.1MAdded
8CWM, LLC$35.7M791,337Added
9Hennion & Walsh Asset Management, Inc.$35.3M782,966Trimmed
10Equitable Holdings, Inc.$33.3M729,956New
11BlackRock, Inc.$33.2M735,734Added
12AMERIPRISE FINANCIAL INC$30.0M664,445Trimmed
13WALLER FINANCIAL PLANNING GROUP, INC$27.6M612,366Added
14OneDigital Investment Advisors LLC$26.6M590,579Trimmed
15MML INVESTORS SERVICES, LLC$25.1M557,260Trimmed
16Merit Financial Group, LLC$23.7M525,643Added
17Cetera Investment Advisers$21.9M486,928Trimmed
18Ameliora Wealth Management Ltd.$19.1M424,623Trimmed
19Cambridge Investment Research Advisors, Inc.$18.7M414,272Trimmed
20DORVAL Corp$18.0M399,159Added
21UBS Group AG$17.8M396,123Trimmed
22Private Advisor Group, LLC$15.4M341,493Added
23CLIFTONLARSONALLEN WEALTH ADVISORS, LLC$14.8M327,825Trimmed
24BlueStem Wealth Partners, LLC$12.2M270,984Added
25UNITED CAPITAL FINANCIAL ADVISORS, LLC$11.9M265,023Trimmed

Source: SEC Form 13F filings · as of 2026-03-31